Conveyor Integrations

Conveyor integrates seamlessly with your most important workflows.

Salesforce

Automate access to your Trust Center using CRM data and measure your security review business impact

Trust Center

Automate the approval and/or NDA bypass for visitors to your Trust Center

Key Benefit

Spend less time manually reviewing requests for access

Issue invitations to your Trust Center directly from Salesforce

Key Benefit

Keep sales in their workflow and speed up the deal cycle

See Customer Activity in Salesforce

Key Benefit

Sales gets insight about deal activity instead of asking you

Create Leads in Salesforce when someone new is visiting your Trust Center

Key Benefit

Capture leads and use your Trust Center as an opportunity-generator

Questionnaire Automation

Upload questionnaires to Conveyor from Salesforce

Key Benefit

Keep sales in their workflow with a seamless process

See the revenue associated with a questionnaire

Key Benefit

Prioritize questionnaire efforts by business impact

Key Features

Automate the approval requests for visitors to your Trust Center

Key Benefit

Spend less time manually reviewing requests to access your Trust Center

Search knowledge base from Slack

Key Benefit

Answer customer questions without leaving your workflow

Get a feed of specific customer activity like access requests, if they downloaded a document, or if they interacted with your Knowledge Base

Key Benefit

Enable your sales teams to self-serve information about their accounts and prospects so they don’t have to ask you for the info

Slack

Manage access requests, review prospect activity, and ask questions of your Knowledge Base - all without opening Conveyor

Docusign

Customize your NDAs with Docusign to allow for more control over redlining, automatic reminders, and recipient permissions

KEY Features

Use DocuSign for NDAs instead of in app click wrap

Key Benefit

Keep teams in the software you're already using.

Public API

Access detailed Conveyor metadata - like customer search queries or document interactions - to bring into your BI tools for additional analysis

Key FEATURES
Analytics API

Get insights out of conveyor like connection interactions and questionnaire data

Trust Center API

Automate approvals or see who is knocking on your Trust Center door

Questionnaires API

Send questionnaires into Conveyor from the tool of your choice

say goodbye to security review headaches

Give customers the answers they need instantly